How big is Samuel S. FELS Fund's plan?

Samuel S. FELS Fund's plan reported $801K in assets and 3 participants for 2024.

Original filing (PDF)20251015151044NAL0009960642001

Samuel S. FELS Fund

Name: Samuel S. FELS Fund — Samuel S. FELS Fund Retirement, Form 5500 (2024)
Creator: Samuel S. FELS Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel S. FELS Fund Retirement Plan

403(b) retirement plan · Samuel S. FELS Fund's Samuel S. FELS Fund Retirement Plan held $801K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

People on this filing

UMA Viswanathan signed Samuel S. FELS Fund's 2024 Form 5500 as plan administrator.

UMA Viswanathan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samuel S. FELS Fund's EIN is 23-1365325.

EIN 23-1365325

Plan number 001

Plan year 2024

ACK ID 20251015151044NAL0009960642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuel S. FELS Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuel S. FELS Fund's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SAMUEL S. FELS FUND

EIN

all filings

Address

1528 WALNUT ST STE 1002 · PHILADELPHIA, PA · 191023627

Phone

(215) 731-9455

Industry

Other Services (ex. Public Admin)

Plan administrator